Fermata Advisors, LLC Invesco S&P Smallcap Value Wit Transaction History
Fermata Advisors, LLC
- $439 Million
- Q1 2024
A detailed history of Fermata Advisors, LLC transactions in Invesco S&P Smallcap Value Wit stock. As of the latest transaction made, Fermata Advisors, LLC holds 41,683 shares of XSVM stock, worth $2.18 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
41,683
Previous 36,965
12.76%
Holding current value
$2.18 Million
Previous $2 Million
18.53%
% of portfolio
0.54%
Previous 0.48%
Shares
12 transactions
Others Institutions Holding XSVM
# of Institutions
133Shares Held
8.43MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.51MShares$78.8 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC685KShares$35.8 Million0.06% of portfolio
-
Morgan Stanley New York, NY554KShares$29 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC543KShares$28.4 Million0.0% of portfolio
-
Cwm, LLC437KShares$22.9 Million0.12% of portfolio